Isaiah M Souza
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Isaiah M Souza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Bangerter Financial Services, Inc.Jun 2021 to Sep 2021
- Bangerter FinancialMay 2021 to Sep 2021
- Concorde Investment Services, LLCMay 2021 to Sep 2021
- MML Investors Services, LLCFeb 2021 to Apr 2021
- Massmutual Life Insurance CompanyJan 2021 to Sep 2021
- UnemployedNov 2020 to Jan 2021
- Ameriprise Financial Services, LLCJun 2020 to Nov 2020
- Hornor Townsend & Kent LLCMar 2019 to Jun 2020
- Penn Mutual Life Insurance CompanyApr 2017 to Jun 2020
- Bocceri, Board, Higgins, and Kitz, the Penn MutualSep 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6347638
- Firm CRD
- 104555